Who we are
Aeon Investment Management is a boutique investment management company based in Cape Town, South Africa with a focus on long-term wealth creation.
With experienced investment professionals we have the capability of managing a range of equity and absolute return portfolios.
We are dedicated to a level of service and excellence in investment management that cultivates trusted client relationships and enables us to assist investors with all aspects of their investment needs.
Our Value Proposition
Unique Investment Philosophy
Growth at a Reasonable Price (GARP).
Combines the best of growth and value.
Sustainable Investment Process
Constructing portfolios that can deliver outperformance of the benchmark in a range of scenarios, over a complete market cycle.
People With a Proven Track Record
A diverse team with over 80 years of combined experience.
Award-winning Investment Performance
Delivering solid long-term performance across the product range.
Competitive Price
Attractive management fees and a focus on minimising all client costs in order to maximise after fee returns.
Excellent PRI Ratings
Successfully achieved and maintained exceptional PRI ratings for seven consecutive years.
FSC B-BBEE Level 1 Contributor
A business committed to transformation, diversity, equity and inclusion with a team that reflects our diverse country.
About us
Our Investment Philosophy
Our investment philosophy is grounded in the belief that market inefficiencies arise across asset classes and strategies, which can be leveraged through a structured, research-driven process. By combining fundamental and quantitative analysis, we build diversified portfolios designed to deliver solutions that outperform benchmarks with below-average risk over a market cycle.
ESG Reports
Responsible Investing
Aeon Investment Management’s approach to responsible investment is through Environmental, Social & Governance integration that protects and enhances the value of our long-term investments.
Our Journey
Our Journey
20 YEARS OF GROWTH
